Business Consulting Lounge

Where insights get personal to move your business forward

The BCL is your convenient, one-stop destination to meet with breakout session speakers, leading industry experts, your TD Ameritrade Institutional team and fellow advisors for business building ideas and networking opportunities.

Dig deeper to define priorities and areas of opportunity and get highly personalized, step-by-step practice management guidance along with clearly defined action plans in a fun and unique setting.

Business Consulting Lounge

HOURS

Wednesday

February 6, 2019

1:00 p.m. - 6:30 p.m.

Thursday

February 7, 2019

10:00 a.m. - 6:00 p.m.

Friday

February 8, 2019

9:30 a.m. - 12:30 p.m.

Note: The BCL is closed during keynote presentations, but many speakers join the lounge following their sessions to consult at a kiosk and continue the conversation.

1 on 1 Consultations

Register for a 25-minute 1:1 session with a leading industry consultant to help assess and enhance your business. Space is limited, reservations are required and please note that due to the private nature of these consultations, we can only accommodate one firm per time slot. Choose from one of four key topics:

Business consulting lounge key topics

Consult with veteran practice management coaches on leading topics critical to your business and clients, including revenue generation, people strategies, operational efficiency, and the client experience. Our guest Carson Group will share best practices from top-performing firms and relate them to your business.

Digital marketing

Do you have a digital marketing strategy in place that aligns across multiple channels? Advisor websites will review your company websites, social media profiles, and email campaigns with you to help you determine an effective strategy for engaging clients and prospects through these important digital marketing channels.

Creating engaging social content

Ever wonder what makes a video go viral? Or how some industry influencers seem to grow their followers by leaps and bounds every time they post? Whether you are already producing content or just getting started, Mike Byrnes of Byrnes Consulting will provide guidance on how you can create authentic content in varying formats designed to engage your target audience and raise your firm’s brand profile.

Compliance

Regulation is everywhere, and there seems to be more on the horizon given the rate that technology is changing, as well as the potential for cyber threats, human error and more. Spend time with Lori Weston of NCS Regulatory Compliance to better understand the latest from the regulators, examiner priorities and how to put a comprehensive compliance program in place that facilitates the identification of potential vulnerabilities and works to limit your firm’s risk exposure.

Video shoots

With attention spans at a premium, video is a highly effective, engaging, and personal way to introduce yourself, your firm, and your brand. Pre-register to have a 30-second video professionally shot, produced, and custom edited with your choice of backdrop, music, and your firm logo.

*Note: Due to high demand, individuals associated with advisory firms that have received a video within the last two years at National LINC are not eligible to register.

Focus groups

We want to hear from you! Join us at one of three focus groups to help us better understand how financial advisory firms are approaching compensation planning—and the challenges encountered. This includes defining a compensation philosophy, designing and implementing a compensation plan, and making a strong connection to firm goals and each individual’s opportunity to be rewarded for their contribution.
*Note: Firms must have a minimum of 3 team members inclusive of the firm owner in order to participate in these sessions.

This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.